Financial Planning Archives

Why Should You Go With a Roth 401(k)?

Why Should You Go With a Roth 401(k)?

If you’re overwhelmed by the variety of retirement accounts available to you, know that you’re not alone. I often work with clients who are confused when choosing between a 401(k) or a Roth 401(k). […]

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Checklist for a Satisfying Retirement

Checklist for a Satisfying Retirement

Maybe you’ll play 18 holes every day, throw yourself into volunteer work or finally write that book. Maybe, for you, a satisfying retirement means selling everything and hitting the road with nothing but your […]

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HSA: An Unknown Savings Spot For Young People

HSA: An Unknown Savings Spot For Young People

Young Americans know plenty about topics that their parents don’t understand (Tik-Tok, anyone?), but the average new worker probably knows little about health savings accounts. That’s understandable: They didn’t grow up hearing anyone talk […]

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Caring for Your Aging Parents

Caring for Your Aging Parents

You can quit a volunteer commitment or drop an intensive hobby if it takes up too much time and interferes with your goals. When it comes to caring for aging parents, though, most adult […]

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